# Client meeting follow-up

Designed for: Consultants and project teams that need clear notes and next steps after meetings

Result: A follow-up draft with decisions, action items, owners, and unresolved questions.

## Bots

1. Editor
2. Planner
3. Client Deliverables

## Information to gather

- Meeting notes or transcript
- Participant names and roles
- Approved commitments and dates

## Workflow

### 1. Editor

Clean the notes and separate decisions from discussion

Output: Structured meeting notes

Message to send:

Use the approved inputs I provide. Clean the notes and separate decisions from discussion. Return this result: Structured meeting notes. Ask me about missing information before you continue.

### 2. Planner

Extract action items, owners, dependencies, and questions

Output: A proposed action list

Message to send:

Start with this result from Editor: Structured meeting notes. Extract action items, owners, dependencies, and questions. Return this result: A proposed action list. Ask me about missing information before you continue.

### 3. Client Deliverables

Format the material for the client

Output: A formatted follow-up draft with decisions, owners, dates, and open questions

Message to send:

Start with this result from Planner: A proposed action list. Format the material for the client. Return this result: A formatted follow-up draft with decisions, owners, dates, and open questions. Ask me about missing information before you continue.

## Overall request

Turn these meeting notes into a follow-up draft. Separate decisions, action items, owners, dates, and open questions. Mark every assignment or commitment that needs confirmation.

## Decisions for a person

- Confirm decisions and assignments
- Approve dates and commitments
- Send the follow-up

## First test

Use a short internal meeting transcript and compare every action item with the original notes.

## Hermes Desktop setup

1. Open each Bot's page in Bot Cabinet's Hermes Bots collection and follow its manual Hermes Desktop setup steps.
2. Run each step in that Bot's own chat and review the result.
3. Pass the approved result to the next Bot with the message provided for that step.
4. After the sequence works, you may create a group with the same Bots.
5. In a group, @mention the Bot you want. Membership order does not control who responds.